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Sales Operations: Tech-driven strategies for a competitive edge

As businesses navigate the complexities of both B2B and B2C markets, the significance of tailored sales operations becomes increasingly evident.
 
4 min 30 sec read
Pankaj Parikh

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Pankaj Parikh
Senior Vice President, DPO, HCLTech
Vin Kumar

Co-author

Vin Kumar
Principal, AI & Digital Operations Practice Leader, The Hackett Group
4 min 30 sec read
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Sales Operations: Tech-driven strategies for a competitive edge

Sales Operations have undergone a significant transformation over the years, evolving from a transactional function to a strategic driver of business growth. The process has evolved as a key growth driver for Global Shared Services and business process partners.

This article explores the evolution of Sales Operations, the unique requirements of B2B and B2C markets, the impact of macroeconomic factors and the role of emerging technologies like in shaping the future of Sales Operations.

Sales Operations requirements in B2B and B2C markets

B2B sales operations requirements

Building strong relationships and providing personalized outreach are paramount in B2B sales. Data-driven decision-making plays a crucial role in identifying opportunities, acting on those with speed and precision and tailoring sales strategies to drive the targeted business outcomes. The other key factor impacting B2B Sales Operations is variability in support needs; while some business processes demand variability through periods, others such as global contracting and fulfilment structures need different operating models.

Flexible and yet defined processes with GPOs, tooling and automation assisted by GenAI and global delivery models can ensure that Sales Operations become a differentiator and enabler for the Go-To-Market (GTM) teams. Tighter upstream and downstream integration with marketing and fulfilment can dramatically lift the marketing impact metrics and CSAT.

B2C Sales Operations requirements

With the rise of ecommerce and omnichannel strategies, businesses must ensure that clients can engage seamlessly across multiple touchpoints. B2C Sales Operations have changed significantly with the change in the sales channel mix and continue to be subject to dynamic changes primarily brought on by the advent of GenAI.

Real-time client support and personalization are increasingly critical, as consumers expect instant responses and tailored experiences.

B2C Sales Operations face challenges such as managing large-scale customer data, optimizing personalized customer journeys and maintaining consistency across multiple channels. The rapid pace of digital transformation also requires constant adaptation to new technologies and consumer expectations. However, there are significant opportunities, including leveraging data analytics for better targeting and personalization, integrating AI to streamline customer interactions and improving omnichannel experiences. By focusing on customer-centric strategies, Sales Operations can enhance engagement, increase conversion rates and foster long-term loyalty, ultimately driving growth and competitive advantage in the ever-evolving B2C landscape.

Sales Operations streamline the end-to-end selling process - making it easier for sales teams to focus on building relationships instead of getting bogged down by repetitive tasks. With the right tools and systems in place, Sales Operations ensure that data is organized, insights are actionable and workflows are efficient. The emphasis is on understanding the client's unique needs and delivering customized solutions that address a client’s unique challenges, foster trust and long-term collaboration.

The impact of emerging technologies on Sales Operations

Sales Operations are undergoing a significant transformation, driven by emerging technologies. AI and machine learning power predictive analytics, intelligent lead scoring and real-time coaching, while generative AI automates content creation and supports virtual sales assistants.

AI systems facilitate real-time observability, control and expedited access to relevant information thereby enabling both point-of-need business decisions and productivity improvements. With AI-powered training and advanced enablement platforms, sales teams are better equipped to thrive in a data-driven, client-centric landscape.

  1. Agentic AI
    2025 will see “” become a pivotal force in tech adoption. Agentic AI enables advanced use of GenAI by effectively guiding LLMs to autonomously make decisions and take actions within a sales process, adapting their approach based on real-time data and customer context.
  2. Intelligence in sales enablement
    GenAI is reshaping sales and sales enablement. Automated, persona-based content creation, lead scoring, creation of sales call summaries, personalized emails, generating insights and sales forecasting empower sales teams to deliver highly personalized customer experiences (CX) at scale.
  3. Smarter selling
    AI-powered smart selling and 360-degree client views also empower sales with highly relevant insights and personalized interactions. Predictive analytics and AI-driven insights drive better interactions, improve targeting and selling accuracy and ultimately accelerate revenue generation.
  4. New digital accelerators
    Beyond Agentic, technologies such as AI-enabled automated order management tools for faster fulfillment, intelligent lead management and co-pilot-enabled sales and partner education tools are also making their mark on Sales Operations. Additionally, AR/VR and IoT enhance product demos and client interactions, offering immersive experiences that can improve the buyer experience.

 

HCLTech positioned as a Leader in Everest Group’s B2B Sales Services PEAK Matrix® Assessment 2024

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Geographical and industry-specific growth trends in sales operations

The global outsourced Sales Operations market is on a growth trajectory, with the market size expected to expand from USD 35 Billion in 2022 to USD 66 Billion by 2030.

Key regions driving this growth include North America, APAC and Europe, where demand for specialized Sales Operations is rising rapidly.

Businesses are increasingly outsourcing Sales Operations to boost efficiency, enable technology to amplify sales productivity and break down and replace functional silos with interconnected workflows aligned to a client’s needs.

Technology and IT services: The complex nature of B2B sales in the technology sector makes outsourcing valuable.

Retail and ecommerce: Efficient customer service and omnichannel support drive CX.

Healthcare and pharmaceuticals: The highly regulated and specialized nature of these industries often requires specialized sales expertise.

Manufacturing and automotive: The shift towards digital sales channels and the need for efficient and smarter lead generation has modernized sales operations.

Trends in outsourcing Sales Operations

Sales Operations are evolving rapidly with the following key trends:

Scalable operating models: Global operating models are shifting towards hybrid structures where strategic decisions are centralized, but execution is decentralized to address regional needs. Structures such as a Sales Excellence CoE which is focused on key building blocks—sales enablement, partner support, pricing standardization and inside sales—are needed.

Team variability: Team variability is increasing as sales teams become more diverse in skill sets and locations. Companies are fostering cross-functional collaboration between sales, marketing and client success teams, ensuring a seamless customer experience. Specialization in roles and increased use of sales enablement tools are enhancing productivity. This has also led to the establishment of specialist roles focused on driving sales acceleration.

The GenAI and immersive omnichannel impact: GenAI will be used to deliver a more enriched digital sales experience that feels personalized and unique. Agentic AI will dynamically adapt to evolving consumer behaviors and make autonomous decisions. Personalization and collaboration will empower clients, partners and sellers.

Process integration: Upstream and downstream integration is crucial, with sales teams relying on marketing for quality leads and collaborating with customer success for smoother handoffs. Data integration across teams provides a 360-degree view of customer journeys. Empowered teams are encouraged to innovate within frameworks, with data-driven coaching to replicate top performers' behaviors.

Outcome-aligned SLAs/KPIs: Focus on business outcomes, such as customer acquisition, retention and lifetime value, rather than just activity metrics. Holistic metrics, like sales efficiency and customer success, are driving more impactful, long-term growth strategies.

Understanding client segments and regions: Driving faster GTM and personalization through data-driven segmentation. Regional customization will provide tailored support for critical markets.

Acceleration through sales operations governance: Finally, a structured framework that establishes clear guidelines, processes and accountability measures to ensure the sales team operates efficiently is the need of the hour.

Conclusion

Sales Operations have become a critical component of business strategy. As businesses navigate the complexities of both B2B and B2C markets, the significance of tailored Sales Operations becomes increasingly evident. The advent of AI and sales outsourcing is now driving a movement from fragmented sub-functions to an optimal data-driven comprehensive sales suite. Integrating technology and AI into outsourced Sales Operations has revolutionized traditional processes, driving efficiency, accuracy and scalability through automation and data-driven strategies.

As the global market for outsourced Sales Operations grows, businesses must remain adaptable. Leveraging the right mix of inhouse capabilities and outsourced expertise can provide a competitive edge.

Source:
USD 35 Billion in 2022 to USD 66 Billion by 2030

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